KDK Kodiak AI, Inc.

1.700USD-1.16%Mkt Cap: 341.05M $P/E: —

Kodiak AI, Inc. engages in the development of autonomous vehicle technology and related services. It offers Kodiak Driver, a virtual driver that combines advanced AI-powered software with modular and vehicle-agnostic har…

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Should You Trim Or Add To Your Aurora Innovation Position Now?

Aurora Innovation's shares (AUR) are worth about $10.3 billion. The driverless-truck company booked $2 million of revenue in the second quarter of 2026. Investors are paying for a self-driving truck fleet that is mostly still being built. Most of the trucks Aurora plans for year-end are due in the final three months. Aurora pays for each quarter of waiting out of its cash. Is Aurora building its driverless fleet fast enough.

Trefis
Kodiak AI Tracking Toward First Driver-Out Over-the-Road Ride by Year-End, Oppenheimer Says

Kodiak AI (KDK) is tracking well toward its first driver-out ride over the road before year-end, wit

MT Newswires
PrePass, Kodiak tie driverless trucks to weigh stations

Kodiak plans driverless highway runs by year-end. First it needs roadside inspectors to clear a truck with nobody in the cab The post PrePass, Kodiak tie driverless trucks to weigh stations appeared first on FreightWaves.

FreightWaves
Are You Buying Aurora Innovation's Trucks Or Its Story?

Aurora Innovation (AUR) stock has gained about 54% over roughly nine months, from the middle of December 2025, against about 13% for the S&P 500. A run like that usually means the market fell for a technology story. This one is duller. Over those months Aurora put driverless trucks onto a production line and signed the carriers to run them.

Trefis
What Are You Actually Buying In Aurora Innovation Stock?

Aurora Innovation (AUR) trades at about $6.30 a share, a market value of about $12.5 billion, on $2 million of revenue in the second quarter of 2026. The stock trades at 2,498 times trailing twelve-month sales against 3.2 for the S&P 500. The multiple is not measuring anything. What you are buying is a truck count and the rate each truck earns.

Trefis
Oppenheimer initiates Kodiak AI stock with outperform rating

Analyst Colin Rusch sees Kodiak AI as a potential long-term winner in autonomous trucking, a market he projects could exceed $160 billion by 2035

Quartz
Kodiak to launch autonomous testing on public roads in California

The action is the start to eventual coast-to-coast driverless hauling operations, according to founder and CEO Donald Burnette.

Trucking Dive
Autonomous Logistics Push Amid Widened Losses Might Change The Case For Investing In Atlas Energy Solutions (AESI)

Atlas Energy Solutions Inc. reported past second-quarter 2026 results with sales of US$26.97 million, revenue of US$293.18 million, and a net loss of US$25.1 million, widening from the prior year despite higher sales. A separate announcement highlighted that Atlas is working with Kodiak AI, Inc. to expand autonomous proppant deliveries across its Dune Express system, aiming to scale driverless truck operations and broaden service coverage in the Permian Basin. Next, we’ll examine how the...

Simply Wall St.
Kodiak AI Q2 Earnings Call Highlights

Kodiak AI (NASDAQ:KDK) reported second-quarter 2026 revenue of $3.5 million, up 91% sequentially, as the autonomous-trucking company expanded its commercial driverless fleet and advanced preparations for a targeted long-haul launch by year-end. Founder and Chief Executive Officer Don Burnette said

MarketBeat
Atlas Energy Solutions (AESI) Expands Kodiak AI Partnership To 100 Driverless Permian Trucks

Atlas Energy Solutions partnered with Kodiak AI to expand its autonomous truck operations in the Permian Basin. The program is planned to scale to 100 driverless trucks with broader routes and use on public roads. The move targets wider geographic coverage and greater efficiency in Atlas Energy Solutions' logistics network. Atlas Energy Solutions, ticker NYSE:AESI, is pushing further into automation at a time when its stock has shown mixed performance. The shares trade at $10.93, with the...

Simply Wall St.
Uber is building an autonomous vehicle empire, and here’s every company it’s using to do it

Uber has partnered with — and in some cases made direct investments in — about 30 autonomous vehicle companies over the past two years. Here's the list and the latest on the partnerships.

TechCrunch
Atlas grows Kodiak driverless truck fleet to 100 rigs

Atlas Energy Solutions expanded its Kodiak partnership to a second Permian load-out point and set a 100-truck driverless target for mid-2027, up from 28 today. The post Atlas grows Kodiak driverless truck fleet to 100 rigs appeared first on FreightWaves.

FreightWaves
Northland Securities Maintains a Buy on Kodiak AI (KDK), Despite the Stock at All-Time Low

Kodiak AI, Inc. (NASDAQ:KDK) has declined roughly 21% over the past month and is now trading close to its all-time lows. However, the Street expects more than 125% upside from the current level, making it one of the Best All-Time Low Stocks to Buy Now. ​The downward momentum has been driven by valuation reassessments and […]

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